Patrick Bugbee, Clu®, Chfc®

Patrick Bugbee, Clu®, Chfc® Email and Phone Number

Director, Executive Benefits Planning and Administration @ Sapers & Wallack, Inc.
Cambridge, MA, US
Patrick Bugbee, Clu®, Chfc®'s Location
Cambridge, Massachusetts, United States, United States
Patrick Bugbee, Clu®, Chfc®'s Contact Details

Patrick Bugbee, Clu®, Chfc® work email

Patrick Bugbee, Clu®, Chfc® personal email

n/a
About Patrick Bugbee, Clu®, Chfc®

• 18+ years experience in the design, implementation, and administration of executive benefit plans, COLI, split dollar, supplemental executive retirement plans (SERP), supplemental alternative retirement plans (SARP), Group Replacement Plans, and non-qualified deferred compensation• Life insurance & estate planning for high net worth clients• Expertise of life, LTC, and annuity products & illustration systems• Chartered Life Underwriter, CLU®• Chartered Financial Consultant Designation, ChFC®• Board Member & Chair of the non-profit Cambridge Sports Union Running Section

Patrick Bugbee, Clu®, Chfc®'s Current Company Details
Sapers & Wallack, Inc.

Sapers & Wallack, Inc.

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Director, Executive Benefits Planning and Administration
Cambridge, MA, US
Website:
sapers-wallack.com
Employees:
28
Patrick Bugbee, Clu®, Chfc® Work Experience Details
  • Sapers & Wallack, Inc.
    Director, Executive Benefits Planning And Administration
    Sapers & Wallack, Inc.
    Cambridge, Ma, Us
    View
  • Sapers & Wallack, Inc.
    Director, Executive Benefits Planning & Administration
    Sapers & Wallack, Inc. Jan 2006 - Present
    Newton, Ma
    • Perform case design, implementation and administration for multi-life accounts, including 409A Plans, 162-Bonus Plans, SERPs, SARPs, and Split-Dollar Plans.• Consult directly with existing clients & new prospects on maximizing the efficiency of existing life insurance and/or annuity policies as well as proposing additional concepts. • Manage executive deferred compensation programs, including plan asset / liability analysis and serve as the primary contact for Corporate Management and Plan Participants.• Run life insurance, annuity, and long term care illustrations for prospects on both individual and multi-life new business, and make product recommendations based on client specific analysis.• Run in-force financial projections for client policies using insurance illustration software. • Evaluate policy performance across a broad spectrum of product types including universal life, variable life, and indexed life, and make recommendations based on results and competitive analysis.
    View
  • Cambridge Sports Union Runners
    Chair
    Cambridge Sports Union Runners Jan 2019 - Present
    Cambridge, Massachusetts, United States
    View
  • Lander & Associates
    Client Service Associate
    Lander & Associates Jun 2004 - Jan 2006
    Needham, Ma
    • Administered multi-life cases as well as a select number of individual clients.• Assisted in the development of life insurance marketing materials.• Evaluated and reviewed the financial performance of client policies.• Developed policy review and informational packages for clients regarding existing coverage.• Ran in-force financial projections for client policies using insurance illustration software.
    View
  • Saf Management, The Discovery Group
    Associate
    Saf Management, The Discovery Group May 2003 - Jan 2004
    Providence, Ri
    SAF Management, TDG is a property management company located in Providence.

Patrick Bugbee, Clu®, Chfc® Skills

Employee Benefits Retirement Planning Insurance Financial Services Strategic Financial Planning Finance Financial Advisory Business Continuity Planning Management Investment Advisory Life Insurance Disability Insurance Financial Planning

Patrick Bugbee, Clu®, Chfc® Education Details

Frequently Asked Questions about Patrick Bugbee, Clu®, Chfc®

What company does Patrick Bugbee, Clu®, Chfc® work for?

Patrick Bugbee, Clu®, Chfc® works for Sapers & Wallack, Inc.

What is Patrick Bugbee, Clu®, Chfc®'s role at the current company?

Patrick Bugbee, Clu®, Chfc®'s current role is Director, Executive Benefits Planning and Administration.

What is Patrick Bugbee, Clu®, Chfc®'s email address?

Patrick Bugbee, Clu®, Chfc®'s email address is pb****@****ack.com

What schools did Patrick Bugbee, Clu®, Chfc® attend?

Patrick Bugbee, Clu®, Chfc® attended University Of Massachusetts At Amherst - Isenberg School Of Management, The American College Of Financial Services, The American College Of Financial Services.

What skills is Patrick Bugbee, Clu®, Chfc® known for?

Patrick Bugbee, Clu®, Chfc® has skills like Employee Benefits, Retirement Planning, Insurance, Financial Services, Strategic Financial Planning, Finance, Financial Advisory, Business Continuity Planning, Management, Investment Advisory, Life Insurance, Disability Insurance.

Who are Patrick Bugbee, Clu®, Chfc®'s colleagues?

Patrick Bugbee, Clu®, Chfc®'s colleagues are Sharon Dicarlo, Aviva Sapers, Kimberly Landry, Evan Macedo, Msa, Jake Cole, William Sapers, Grace Smrek.

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